Professional Partners - Mortgage Brokers

The firm is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors.. Our benefits division provides an array of employee benefit solutions that include plan design, core and voluntary products, online enrollment, plan administration, third party administration, specialty health plans, and HR compliance through our Partner Firms.. The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure team is equipped to support and consult clients on their employee benefits programs.. Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms.. Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials.

client service specialist

Job Description EMPLOYEE BENEFITS CLIENT SERVICE SPECIALIST Hybrid: Wayne, PA 19087 (preferable 3 days in office depending on their location) $45,000.00 - $55,000.00 Company Overview The firm is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. Our benefits division provides an array of employee benefit solutions that include plan design, core and voluntary products, online enrollment, plan administration, third party administration, specialty health plans, and HR compliance through our Partner Firms. Position Summary The Client Service Specialist is responsible for working collaboratively with other members of the Account Management team to ensure team is equipped to support and consult clients on their employee benefits programs. Field and manage client, employee, and carrier inquiries. Escalate issues to senior account team members as required for resolution. Assist with employee claim issues and follow up on pending claims issues. Manage and process enrollments at the carrier level. Manage and process COBRA offerings and participants. Review incoming paperwork from clients and team members, as well as outgoing paperwork to carriers. Support the RFP (Request for Proposal) process by preparing RFP templates, collecting data, summarizing results, and completing quality review upon request. Manage renewal administration for client, including preparing presentations, benefit guides, and enrollment meeting materials as required. Contribute to completion of reports and administrative activities for clients including Form 5500 filings, benchmarking & trend research, implementation workbooks, licensing & appointment paperwork, and summary plan descriptions and certificates. Review benefit summaries and SBCs (Summary of Benefits & Coverage) for accuracy. Work with carriers and account team members to implement appropriate coverage for clients. Support in the implementation and ongoing maintenance/review of Benefits Administration and Call Center engagements. Support account team members while maintaining data integrity and quality with practice management system and other applicable technology platforms. Conduct technical (data, formulas, metrics) and editorial (spelling, grammar, formatting) review of client presentations and employee materials. Handle ongoing client maintenance projects as determined by account team. Achieve and sustain client satisfaction on assigned accounts by managing client expectations according to our services agreement. Other duties as assigned. Job Qualifications Bachelor’s degree or equivalent experience. Life, Accident and Health Insurance License required within 3 months of hire. Customer service and interpersonal skills for dealing with different types of team members and clients. Communication skills, both written and verbal. Client service orientation and ability to respond to all communications effectively and timely. Proficient in Excel and Office 365. Additional Considerations Client service experience with employee benefits, including major medical and voluntary and/or worksite benefits a plus. Insurance experience managing client and carrier relationships a plus. A good sense of humor and positive attitude. Strong organizational skills. Bi-lingual a plus.

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